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Zoho Invoice

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoinvoice.com

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1137 results found

  1. volume pricing

    Enable the import of line items from Zoho CRM Quotes. Currently ZInvoice does not support price lists that enable volume pricing. ZCRM does.

    1 vote
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    1 comment  ·  Estimates  ·  Admin →
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  2. Actual vs Budgeted expense reports

    Option to see how much you have spent versus the budget and the balance.

    6 votes
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    2 comments  ·  Reports  ·  Admin →
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  3. Files for Download

    Being able to attach any kind of file either from computer or dropbox/cloud for client to be able download after invoice is paid in full.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Facturas de abono

    Poder facturar en negativo para hacer facturas de abono

    66 votes
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  5. Add RTL languages (Hebrew,Arabic) and CSS customization and translation tools

    Add possibility to translate all strings and in such way get additional languages by community. Also add a tool to customize CSS to adjust to RTL languages while translating.
    Add direction (rtl-ltr) button to all editors

    10 votes
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    0 comments  ·  General  ·  Admin →
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  6. Add supplier/vendor field in items and possibility to import/export pricelist by supplier

    Add supplier/vendor field in items and possibility to import/export pricelist by supplier
    or even add a URL to fetch prices automagically from supplier site

    9 votes
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    0 comments  ·  Items  ·  Admin →
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  7. Job Booking Capabilities

    Add the ability to mark a quote/estimate as "Booked", with integration with either a Zoho or Google Calendar system to automatically add it into the Calendar - which then links the booked date to the quote/estimate accordingly.

    16 votes
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  8. 4 votes
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  9. Allow Customer to Request Estimate

    The customer should be able to request a quote directly in the portal with a large descriptive section and the ability to upload files. Then - the Estimate request could come to me and I could accept/decline the request with some text of my own. If Accepted - it simply becomes an Estimate and I can take it from there. If declined - the request goes back to the customer requesting more information or with my explanation of why I can't provide an estimate.

    7 votes
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  10. sales report by category option

    report does not show by invoice and by item and service income.

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  11. Create an invoice directly from a timesheet

    Without the need for creating a project

    3 votes
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  12. Cloning of custom templates

    It would be nice to have the ability to clone custom templates the same way you can clone other templates.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Contract Manager

    It would be nice to have a "contract" manager addition to contacts. This could be accomplished by checking a box for adding contract info such as start and end dates, contract amount, etc. it would also be nice if Zoho would send reminder emails prior to expiration date of contracts. This may be achievable via Workflow Automation but would we nice if if were part of the package.

    15 votes
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    0 comments  ·  Customers  ·  Admin →
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  14. Entering Time on Invoice

    It would be great if I could add time entries on invoices on a weekly basis. For example, I would be able to enter the date for the first of the week and the date of the end of the week and it would pull in the time for that client. So instead of just adding time up to a certain date, I would be able to add only tasks for specific weeks onto an invoice.

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. Reporting for Merchindise Items by Category and Department

    I'd like to be able to run a report by Department to see a breakdown of each area of my company. In addition within those departments I'd like to see a breakdown by Category. These area should be custom fields to reflect the companies setup.

    For Example: Department - Gift Shop
    Category - T-Shirt
    Merchandise Name - Black Happy Small T-Shirt

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. Automatically Invoice Unbilled Timesheets on a Recurring Basis

    Please add the ability to automate creating invoices from unbilled time every week, two weeks, monthly, etc.

    17 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hello everyone,

    We are so glad to inform that we have provided the option of creating recurring invoices to projects in Zoho Invoice.

    Based on the set frequency, the system would automatically look for unbilled hours of the project and create invoices automatically.

    To make use of this, you can switch to the Timesheet tab, select a particular project and proceed with New transaction > Create Recurring Invoice.

    If you have any clarifications, you can drop an email to support[at]zohoinvoice[dot]com.

    Cheers,
    Reshma.

  17. run script or access URL on reccuring invoice overdue

    run script or access URL on reccuring invoice overdue number of days set.
    Can be used to call API to suspend unpaid service
    and run script/URL on payment to resume service

    1 vote
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  18. Overtime,Double-time and Straight-time

    Sometimes I work a 14 hour straight shift. Have a way to check a box for straight thru time. You need a few more choices in the invoice section. But you input (start time / end time) or (choice) amount of hours worked. Popup happens "Do you wish to bill OT and DT" (Yes / No). "Yes" (calculate OT after how many hours (option 8,9,10, 11, 12 . . .)? at option ((Rate)1.5, (choices))? Calculate DT at (you would think * 2 but you never know add choices to better serve)? at option (12,13,14 ...hours))? Then Zoho takes that info…

    11 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. 253 votes
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    21 comments  ·  Payments  ·  Admin →
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  20. Option to select multiple / all projects for invoicing

    Create an option (Picklist) to select multiple / all projects for invoicing.

    If you are working on several projects each month and you want to invoice all unbilled project times to a client for a certain period you currently have to pick each project one by one.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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